Bernardo Wealth Planning LLC
- SEC CIK
- 0001765595
- Latest filing
- Jul 27, 2026
LIEN holding history
Chicago Atlantic BDC, Inc. in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LIEN overviewAll 13F holders of LIENFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,278
- Value
- $100.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,278 | $100.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 10,278 | $96.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 10,278 | $106.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 10,278 | $107.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 10,278 | $106.0K | <0.1% | +10,278 | New | Holders |